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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
1451
Benchmark Financial Wealth Advisors
Florida
$384K -$93.2K -860 -22%
SFFS
1452
Stonehage Fleming Financial Services
Jersey
$382K
PPWM
1453
Paragon Private Wealth Management
Kentucky
$381K +$324K +2,992 New
AC
1454
AlphaCore Capital
California
$380K -$2.62M -24,144 -89%
TWP
1455
Tower Wealth Partners
Pennsylvania
$379K +$4.34K +40 +1%
BWM
1456
Baron Wealth Management
Michigan
$379K +$39K +360 +14%
SIM
1457
Sentry Investment Management
Wisconsin
$379K
FCG
1458
Financial Connections Group
California
$379K +$323K +2,984 New
FMWA
1459
Forvis Mazars Wealth Advisors
Missouri
$379K +$33.8K +312 +12%
DIM
1460
DLK Investment Management
California
$378K +$322K +2,972 New
AWM
1461
Ameliora Wealth Management
Switzerland
$377K -$4.34K -40 -1%
BIM
1462
Baldwin Investment Management
Pennsylvania
$377K
BFA
1463
Brendel Financial Advisors
New Hampshire
$376K +$320K +2,956 New
ACM
1464
Allred Capital Management
Texas
$376K
NA
1465
Nautilus Advisors
California
$375K
MSE
1466
MUFG Securities EMEA
United Kingdom
$375K +$319K +2,944 New
AW
1467
Alteri Wealth
California
$374K +$7.8K +72 +3%
MPM
1468
MBB Public Markets
Illinois
$374K -$68.5K -632 -18%
LF
1469
Lee Financial
Texas
$374K -$867 -8 -0.3%
SIM
1470
Seaview Investment Managers
Florida
$371K +$8.24K +76 +3%
ONB
1471
Old National Bancorp
Indiana
$371K +$10.8K +100 +4%
SWA
1472
SFMG Wealth Advisors
Texas
$368K +$7.37K +68 +2%
PCG
1473
Prosperity Consulting Group
Maryland
$368K +$6.5K +60 +2%
GM
1474
GeoWealth Management
Illinois
$368K +$45.1K +416 +17%
PWG
1475
Portside Wealth Group
Utah
$368K +$313K +2,888 New